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Parr McKnight Wealth Management Group’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio PSCH Stock Details PSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Buy
27,403
+174
+0.6% +$7.92K 0.17% 143
2026
Q1 		$1.12M Buy
+27,229
New +$1.17M 0.15% 147

Other funds holding PSCH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Parr McKnight Wealth Management Group's PSCH Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 0.64% in Q2 2026, buying an estimated $7.92K and bringing the position to 27,403 shares worth $1.44M. The position accounts for 0.17% of the portfolio, ranked #143.

Parr McKnight Wealth Management Group first reported a position in PSCH in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

  • Parr McKnight Wealth Management Group held 27,403 shares of Invesco S&P SmallCap Health Care ETF worth $1.44M as of Q2 2026.
  • Parr McKnight Wealth Management Group bought 174 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $7.92K.
  • Invesco S&P SmallCap Health Care ETF made up 0.17% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #143 holding.
  • Parr McKnight Wealth Management Group first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.